3)If the agency is renewing and has provided their ID number you may try an Agency ID Lookup. ''With Ebsco payments you may try the PO Number Lookup''

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3)If the agency is renewing and has provided their ID number you may try an Agency ID Lookup. ''With Ebsco payments you may try the PO Number Lookup''; ''With Swets payments you may try the Agency ID Lookup''

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*If you cannot locate a record with the subscription choose an ID number with the exact address that is on the media or if necessary set up a new record.

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*'''If you cannot locate a record with the subscription''' choose an ID number with the exact address that is on the media or if necessary set up a new record.

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*If it is a new subscription, follow the same look-up process as above choosing a record with the exact address that is on the media.

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*'''If it is a new subscription''', follow the same look-up process as above choosing a record with the exact address that is on the media.

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*'''If there is no record in iMIS with the correct address''' set up a new PO record.

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*If there is no record in iMIS with the correct address set up a new PO record.

'''The product code should only be added when the payment is being applied.'''

'''The product code should only be added when the payment is being applied.'''

Latest revision as of 13:04, 21 August 2008

In order to process a payment in iMIS it must have an iMIS ID number.

1)CLICK FIND or ctrl F in the customers tab.

2)CHOOSE NAME for personal subscribers or ORG ONLY for organization subscribers.

3)If the agency is renewing and has provided their ID number you may try an Agency ID Lookup. With Ebsco payments you may try the PO Number Lookup; With Swets payments you may try the Agency ID Lookup

4)Once you have found a record that has the correct address CLICK OK and check the billing tab to see if they have the title that is being renewed.

Check the title and the start and expiration dates, if they are the same put the ID number on the media for entry.

If you cannot locate a record with the subscription choose an ID number with the exact address that is on the media or if necessary set up a new record.

If it is a new subscription, follow the same look-up process as above choosing a record with the exact address that is on the media.

If there is no record in iMIS with the correct address set up a new PO record.

The product code should only be added when the payment is being applied.